Geneos Wealth Management’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Geneos Wealth Management’s Portfolio FCEF Stock Details FCEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5K	Buy	513 +9	+2%	+$209	﹤0.01%	1948
2025 Q4	$11.6K	Buy	504 +9	+2%	+$205	﹤0.01%	1920
2025 Q3	$11.3K	Buy	495 +9	+2%	+$204	﹤0.01%	1923
2025 Q2	$10.9K	Sell	486 -468	-49%	-$10K	﹤0.01%	2288
2025 Q1	$20.7K	Buy	954 +485	+103%	+$10.6K	﹤0.01%	2302
2024 Q4	$10.1K	Buy	+469	New	+$10.4K	﹤0.01%	2048

Other funds holding FCEF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Geneos Wealth Management's FCEF Position: Q1 2026 in Review

Geneos Wealth Management increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 1.8% in Q1 2026, buying an estimated $209 and bringing the position to 513 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Geneos Wealth Management first reported a position in FCEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.7K in Q1 2025. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

Geneos Wealth Management held 513 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $11.5K as of Q1 2026.
Geneos Wealth Management bought 9 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2026, an estimated $209.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1948 holding.
Geneos Wealth Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $20.7K in Q1 2025.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.